Configure a sequence

Outbound sequences are generated as drafts. Review every step before recipients are enrolled.

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Step types

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Sender requirements

Email steps require:

• A verified email domain.
• A from-address local part.
• A from name when appropriate.
• A reply-to address when replies should route somewhere specific.

SMS and call steps require:

• A workspace phone number that is assigned and active.

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Setup warnings

Clearline warns when a sequence step is incomplete. Common warnings include:

• Choose how this sequence starts.
• Complete trigger signals.
• Review enrollment delay.
• Choose a send channel.
• Choose a phone number.
• Add an email subject.
• Add an email message.
• Add an SMS message.
• Add a call objective.